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Data Set Basics

Learn the basics of how to build a data set

Mike Maat avatar
Written by Mike Maat
Updated this week

Data set manager allows you to create custom data queries that can include many different asset types and task types. These data sets can then be used to feed data into reports or viewed on their own.

Starting with a brief overview. The left hand column is where you will drag and drop your desired asset/task columns into the tables of the data set. The middle area is where you will manage the creating/editing of your data set. The right hand column shows the existing data sets.

To get started creating a new data set, enter a title at the top and click the plus button to the right of the title.

After you are done that you need to go to the left hand column and navigate to your desired asset/task columns and drag them onto the new table you created.

Once you have all your desired columns in the table hit the save button located at the top to the right of the data set title. You will now see your new data set in the right hand column.

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